See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,519 | $118,849-55.0% | $96,562-44.6% | $167,490-68.0% |
| Participation rate | 81.3% | 75.5%+5.8pp | 69.8%+11.4pp | 82.1%-0.9pp |
| Annual return | 14.88% | 50.49%-35.6pp | 37.78%-22.9pp | 478.56%-463.7pp |
| Employer contribution / active EE | $313 | $3,120-90.0% | $2,356-86.7% | $4,837-93.5% |
| Participant deferral / active EE | $354 | $4,616-92.3% | $3,849-90.8% | $6,341-94.4% |
| Admin fee / account holder | $1,291 | $8,065-84.0% | $6,181-79.1% | $12,309-89.5% |